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Data Aggregation and Financial Reporting

Accurate, comprehensive and actionable data

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Comprehensive data helps wealth advisors deliver next-level client service. Our patented technologies reconcile, normalize, aggregate and cleanse data to 99.9% accuracy. Seamless integration and flexible display options deliver actionable insights to improve decision-making across the enterprise.

Elevate your entire enterprise with verified, actionable intelligence

Gain a complete view of your business. Get performance reports, track and audit representative activity, seamlessly flow data through third-party applications and beat competitors to key insights.

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Fully Reconciled Data
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Centralized Data Repository
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Held-Away Data Integration
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Direct Custodial Feeds
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Client and Advisor Reporting
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360° Client View
Consolidate and normalize disparate data into a central repository
Flexible delivery options ensure seamless integration
Take advantage of extensive support for benefit-focused insurance products

Consolidate and normalize disparate data into a central repository

Enterprise data warehouse makes it easy to glean actionable insight from current and historical data. Direct and held-away data provides a full 360° view.

Step up to the only data aggregation solution that delivers every day, in every way

Practice management tools enhance productivity

  • Multi-functional views including Assets Under Management, Cash Balances and New Accounts
  • Easily identifiable growth opportunities
  • Global search
  • User-friendly client access portal

Reporting options to meet every need

  • Standard or customized benchmarking
  • Configurable report settings with ability to schedule
  • Flexible report kits (ability to combine multiple reports together)
  • Ability to view positions, cash flows and returns
  • Asset allocation models

Data aggregation capabilities that go beyond accurate

  • Data reconciliation tools provide over 99.9% accuracy
  • Collected from over 4,500 direct data sources plus 15,000+ additional institutions
  • More enriched details across position and transaction data
    • Ability to incorporate historical data
  • Enterprise-wide reconciliation so firms can focus on higher-level business challenges

Unmatched insurance-specific insights help grow your business

  • Comprehensive information about the policyholder and policy details
  • In-depth detail such as party roles, valuation, sub-account, transaction, riders and premiums
  • Custom insurance screens
  • Vast library of insurance-specific reports
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How We Can Help

Data confidence you can trust

99.9%
Level of accuracy of Broadridge data.
20K+
Custodial interfaces and third-party integrations.
20+
Years of experience in enterprise-wide data management.
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Recent Insights from the Wealth Industry
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Recent Insights from the Wealth Industry
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Wealth Management Firms

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Resources for practice growth. Explore some of the powerful Broadridge solutions financial advisors can utilize to increase operational efficiencies and grow their practice.
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